Alternative Investments

Alternative Investments

For Qualified Purchasers and Family Office representatives, alternative investments represent non-traditional asset classes that may be considered as part of a broader investment strategy. These investments differ materially from traditional stocks, bonds, and cash and often involve unique structural, liquidity, and risk considerations.

Certain alternative investment strategies may exhibit return characteristics or correlation profiles that differ from traditional investments; however, these characteristics are not guaranteed and may change over time, particularly during periods of market stress. Alternative investments are generally illiquid, complex, and may involve a higher degree of risk than traditional investments, including the potential loss of principal.

At LeBlanc Financial Alliance, we have access to a broad range of alternative investment offerings that are meticulously selected through a rigorous due diligence process. We maintain strong relationships with alternative investment sponsors and management teams, which bolsters our confidence in their offerings. While due diligence is intended to assist in evaluating investment offerings, it does not eliminate investment risk or guarantee performance.

Alternative investments are not suitable for all investors and are typically available only to those who meet applicable eligibility requirements. Investors should carefully consider all risks, liquidity constraints, and tax implications before investing and are encouraged to consult with their tax and legal advisors prior to making any investment decisions.

Investment Types

Alternative offerings include:

  • Reg D Offerings*
  • Reg A Offerings
  • Preferred Stock
  • Real Estate Investment Trust (REIT)
  • Non-Traded Bonds
  • Pre-IPO Opportunities*

* Offerings are only available to Accredited Investors and Qualified Purchasers.

Investment Sectors

Development, Refurbishment, and/or Management of:

  • A-C Class Single/Multifamily Housing
  • Debt Servicing
  • Hospitality
  • Industrial/Warehouse
  • Mineral Rights
  • Retail
  • Self-Storage
  • Senior Housing
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